Recommended Reading for American Citizens Moving to or Living in France
Relocating to France: Essential Guide and FAQs
This document offers a concise summary of the key steps and considerations for U.S. citizens and Green Card holders planning a long-term move to France. It covers obtaining the appropriate visa, handling post-arrival administrative tasks, and preparing for financial, practical, and cultural adaptation. Read more…
French Inheritance Tax for U.S. Citizens Living in France
French inheritance tax law is primarily based on residence. According to Article 750 ter of the French General Tax Code (CGI), if someone is considered domiciled in France at the time of death, their entire global estate is liable for French inheritance tax. This rule applies universally, covering all movable assets like bank accounts, stocks, bonds, and immovable assets such as real estate, no matter where they are located. As a result, assets in the United States—whether a brokerage account in New York, a bank account in California, or property in Florida—are included in the French taxable estate. Read More…
Books available for purchase:
The Investor's Playbook: A Short Guide for Americans in France
Investing as a U.S. citizen or green card holder in France requires understanding two different tax systems. The U.S. taxes its citizens on worldwide income regardless of where they live, whereas France taxes residents on their global income. This brief guide outlines essential principles, common pitfalls, and strategic tips for building a compliant and effective investment portfolio while residing in France. Read more…
